The AI investment story has shifted repeatedly over the past year. Investors first piled into semiconductor companies, then ...

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...

There has always been a tradeoff in IT between shipping new features and functionality versus paying down technical debt, which includes things like reliability, performance, testing … and yes, ...

The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...

(Bloomberg) -- Wall Street has gotten repeatedly burned calling a bottom in software stocks, which have been hit hard by fears that artificial intelligence will make the companies obsolete. But this ...

Software stocks entered a bear market last week. The latest bout of selling was brought on by Anthropic's unveiling of a new plugin for its Cowork agent.

Software Stocks have taken a beating since the launch of Claude Opus 4.6 on February 5. The writing was on the wall for software stocks ever since the launch of Claude Code in February last year. Dan ...

Bill Baruch, head of Blue Line Capital, sees significant opportunity in the software sector (IGV), (IGPT), (XSW) after recent market turbulence, identifying names like ServiceNow (NOW), Oracle (ORCL), ...

Investors are avoiding beaten-down software stocks, warning that the brutal selloff triggered by fears of displacement by artificial intelligence is likely only just beginning. What’s quickly become ...